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iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF shares owned by Ml & R Wealth Management

Quarter-by-quarter ownership of iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF (SUB) shares owned by Ml & R Wealth Management from 13F filings

Historical chart of Ml & R Wealth Management investment in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Tip: Access up to 7 years of quarterly data

All positions including iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF by Ml & R Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $229k 2.2k 104.73
2023-12-31 $689k 6.5k 105.43
2023-09-30 $673k 6.5k 102.86
2023-06-30 $680k 6.5k 104.04
2023-03-31 $692k 6.6k 104.68
2022-12-31 $1.3M 13k 104.27
2022-09-30 $1.0M 10k 102.68

More positions owned by Ml & R Wealth Management

Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Rus 1000 Etf (IWB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust World Ex Us Core (DFAX)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Apple (AAPL)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)

View all positions for Ml & R Wealth Management

Top funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF

Bank of America Corporation
Mercer Global Advisors
Envestnet Asset Management
Bank of New York Mellon
Sei Investments
Creative Planning
Tiaa Trust, National Association
UBS Group
Captrust Financial Advisors
Franklin Resources
Citigroup
Ameriprise Financial
LPL Financial
Mariner Wealth Advisors
Northwestern Mutual Wealth Management Company

View all funds holding iShrs S&P ShtTrm Ntnl AMTFr MncplBnf ETF